Ferret User Tips and Tricks

We have noticed that many Ferret users are unaware of many of the cool features of Ferret. Reading the User Manual is not very popular . So what we are going to do is to send out a monthly Ferret Tips and Tricks email,

Ferret is a Proud Member of Home Care Association of America (HCAOA)

Storing Telephone Recordings for legal protection

Ferret Software spoke to customer Hawkes Bay Insurance about recording all telephone calls coming in or out of his office and electronically filing the recordings against the client’s name, within Ferret Document Management System.

Customer Referral Program - iPad Mini Reward

Ferret Software Ltd. encourages all customers to participate in its Customer Referral Program. For each “qualified” referral that becomes a customer within one year of the referral date, you will receive an iPad Mini. You can submit as many referrals as you like, each of which qualify to win.

NEW: Web Based Support for Customers

Ferret Software's Customer Support Team use a web-based ticketed support system to assist them to track and deliver excellent customer support. Once registered, all you need to do to submit a ticket is email helpdesk@ferretsoftware.co.nz

Avoiding “Death by email” - Huron Legal

In this article the Managing Director of Huron Legal discusses email management within Law firms. He highlights the problems attorneys face when relying on their inboxes and identifies the email management features to look for in a Document Management System.

Secret Ballot: Staff vote Ferret as best thing to happen in 2012

Each year Matt Jensen Insurance hold a secret ballot where all staff rank the top things that happened during the year. Included in the list are business changes (good or bad) including new innovative products, acquisitions, process improvements and team building exercises.

Colliers Save Time with Ferret Document Management System

Ferret Software upgrades ScanWatcher Users to Version 5

Ferret Software recently began upgrading its hundreds of ScanWatcher users to Version 5. The purpose of the upgrade was to ensure users stay up-to-date with the latest technology while introducing new features to increase the ways ScanWatcher can be used.

Ferret Receives 100% User Adoption Rate

Auckland based company, Baileys Insurance, had all 13 staff members up and running on Ferret Document Management System in only one day. The bulk scanning process was described as “a piece of cake” and they have not needed to refer to paper documents since the install.

Carr and Haslam Limited

User Story - Managing Export Shipping Documentation at Tenon

Manufacturing Giant Tenon manage over 5000 new Export Shipping Paper Documents each month. They were looking for a way to streamline this business process and found that Ferret Document Management System was a great fit.

Whittaker’s

Our factory generates a lot of paper records every day and traceability is very important to us. Ferret has enabled us to store all our files in a systematic order and we are able to access records whenever we want them.

Webbline Agriculture Ltd

“Ferret AP Approvals System achieved our goal to be as efficient as possible in the Admin area. As Ferret has a sync the two systems are able to talk to each other. If an Auto.I.T EQUIP user is finding they have a bottleneck in their AP process I would recommend that they look…

Fish & Game

Austagencies

"We recognised the opportunity to deploy a system that allows us to centralise all of our communication and rating notes in a structured and controlled manner that has close integration to our core underwriting platform."

Real Landlord Insurance

As a boutique insurance brokerage, space is limited in our office and having everyone being able to access information became imperative as our team grows. Investing in the Ferret Software has given us a lunch room and so much more…

Secret Ballot: Staff Vote Ferret As Best Thing To Happen In 2012

Staff unanimously voted the implementation of Ferret Software as the best thing to happen in 2012. Each year Matt Jensen Insurance hold a secret ballot where all staff rank the top things that happened during the year. Included in the list are business changes (good or bad)…

Baileys Insurance

Auckland based company, Baileys Insurance, had all 13 staff members up and running on Ferret Document Management System in only one day. The bulk scanning process was described as “a piece of cake” and they have not needed to refer to paper documents since the install.…
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Colliers Save Time with Ferret Document Management System

“Once our staff changed their mind-set and realised that paper was no longer required, the Ferret system become liberating. We just wish we had installed it five years ago!”

Hurford Parker

Ferret Software spoke to Hurford Parker Insurance in Hastings about how implementing Ferret Document Management System improved their bottom-line. They initially purchased Ferret to improve their overall system and processes and to improve the delivery of insurance broking…

FMR Risk

The February 2011 Christchurch Earthquake proved to be New Zealand's deadliest peacetime disaster. Ferret Software interviewed insurance broker customer, FMR Risk about the effects of the Earthquakes on their business, and the role of Ferret Document Management Software.

HEB Construction Ltd

"The invoices are quicker in reaching the Project Mangers. We are able to be aware sooner if an invoice has been charged to the wrong Job. If I need an invoice returned promptly, it is only a matter of contacting the Project Manager and is a lot quicker than having it signed…

Wallace Corporation

We use ScanWatcher to scan all Accounts Payable invoices and shipping documentation, and link them to our ERP system. Users now get access to these documents electronically and no longer have to search through paper based filing systems meaning they spend less time searching…

ACM Ahlers Insurance Professionals

"What is most impressive for me in terms of the Ferret software it the ease of coding and storage of documents from the variety of platforms we use. Then of course it is equally important to be able to “find” what you need when you need it. Ferret has over the last few years…

Port of Tauranga

Airey Consultants Ltd.

"All relevant e-mails are now saved to each job or client directly from each staff’s Outlook, along with electronic scans of all paper documents and any other electronic document such as Word, Excel, and PDF. Essentially staff are able to find any document they need, when they…

MOTAT - Ferret AP Approval Case Study

MOTAT is New Zealand's largest transport, technology and social history museum and process around 600 accounts payable invoices per month. Ferret’s Accounts Payable Approvals System was implemented instantly and fully replaced our invoice tracking process after only one month.…

Star Underwriting Agents

Star Underwriting Agents is New Zealand’s largest and leading specialist Motorcycle insurance agency, insuring the largest number of motorcycles in New Zealand and continuing to grow. Using Ferret Software as our centralized electronic document archiving system we are able to…